Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Mint Macro Roundup: Inflation Cools in US, UK, & Japan Accentuating Central Bank Policy Divergence

Will Relapse of Eurozone Inflation Propel Euro Against the Dollar?

Mint Macro Roundup: FOMC Minutes Stresses Fed's Hawkishness and Market's Misplaced Optimism

Mint Macro Roundup: Powell Has Gifted Fed Pivot. Markets in Merry. What to Expect from ECB and BoE?

Mint Macro Roundup: Dissecting The Recent Jobs Data

Will Euro Shrink to Parity to the Dollar on Diverging Macro Economic Conditions?

Metals, Ores, and Mining Firms, Mint Finance

Pranay Yadav

Metals, Ores, and Mining Firms

Macroeconomics

<ul>
<li>European banks opted to hold rates steady and their statements were more dovish than the Fed. ECB and BoE statements suggested rates would need to stay elevated for some time. </li>
<li>EU and UK economies are slowing sharply which draws concerns over how long rates can stay elevated without their economies tilting into recession.</li>
<li>UK and EU equities reacted negatively to the announcements while commodities rallied. Bond markets were largely unchanged. EUR and GBP outperformed JPY after the announcements while DXY fell further. </li>
</ul>


European banks opted to hold rates steady and their statements were more dovish than the Fed. ECB and BoE statements suggested rates would need to stay elevated for some time. 
EU and UK economies are slowing sharply which draws concerns over how long rates can stay elevated without their economies tilting into recession.
UK and EU equities reacted negatively to the announcements while commodities rallied. Bond markets were largely unchanged. EUR and GBP outperformed JPY after the announcements while DXY fell further. 


Mint Macro Roundup: BoE and ECB Policy Meetings